Wealth Advisor • Senior

Who you are

You have 3-5+ years of experience advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, demonstrating a deep understanding of their unique financial needs and goals. You hold relevant accreditations such as CFP, CPA, or Series 65, showcasing your commitment to professional excellence in wealth management. You are passionate about delivering exceptional client outcomes and continuously seek ways to enhance your advisory capabilities through innovative tools and technology.

You embody the values of Compound Planning, acting with ownership and accountability in your role. You thrive in a fast-paced environment, moving with velocity to ensure meaningful progress for your clients and the company. Your approach to problem-solving is intentional, focusing on applying best practices while creatively addressing the toughest challenges in wealth management. You possess the grit to push through obstacles, ensuring that no task is beneath you as you strive to provide the best service possible.

What you'll do

As a Senior Wealth Advisor at Compound Planning, you will work directly with clients, guiding them through their most important financial decisions. You will collaborate closely with our technology team to innovate and enhance our product roadmap, ensuring that it meets the evolving needs of your clients. Your role will involve building strong relationships with clients, understanding their financial aspirations, and providing tailored advice that aligns with their goals. You will also play a key role in mentoring junior advisors and contributing to the overall growth of the advisory team.

What we offer

At Compound Planning, we are committed to fostering a diverse and inclusive culture that celebrates authenticity. We offer a competitive compensation package and the opportunity to work in a high-growth environment where your contributions will have a significant impact. You will have access to cutting-edge tools and resources that empower you to deliver exceptional service to your clients. Join us in transforming the wealth management experience for entrepreneurs, professionals, and retirees alike.